Chase Bettner Email & Phone Number
@pitchbook.com
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Who is Chase Bettner? Overview
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Chase Bettner is listed as Revenue Enablement Manager at Plaid, a with 51 employees, based in New York, United States. AeroLeads shows a work email signal at pitchbook.com and a matched LinkedIn profile for Chase Bettner.
Chase Bettner previously worked as Account Manager - Territory at Plaid and Account Manager at Pitchbook Data. Chase Bettner holds Bachelor Of Science - Bs, Major In Marketing, Minors In Spanish & Entrepreneurship from Miami University.
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About Chase Bettner
With years of professional experience in fintech, I've honed my customer success expertise and demonstrated a consistent track record as a quality Account Manager at PitchBook Data and now at Plaid. My mission is to drive customer success through strategic partnerships, aligning my efforts with the company's values and goals. I'm committed to leveraging my sales acumen and interpersonal capabilities to foster meaningful relationships and deliver unparalleled service to my clients.Plaid is a data network that powers the fintech tools millions of people rely on to live a healthier financial life. We work with thousands of fintech companies like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.
Listed skills include Leadership, Presentation Skills, Salesforce Lightning, Social Media, and 25 others.
Chase Bettner's current company
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Chase Bettner work experience
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Account Manager - Territory
Current
Account Manager
-Managed book of business worth $1,969,152 for 2023 while providing excellent support to 35 clients (400+ end users) as commercial point of contact-Closed $395,293 for Q3 2023 and $397,245 for Q4, inclusive of renewal opportunities as well as upgrades/API/data feed/CRM integration opportunities-Acted as trusted business partner for a dedicated portfolio of PitchBook’s key middle market clients (i.e. private equity groups, venture capital firms, asset managers, hedge funds, corporates, law firms, etc.)-Conducted client demonstration sessions designed to highlight how the PitchBook platform addresses both account and individual needs via a consultative approach; attended quarterly business reviews to consistently ensure customer satisfaction via product education and strategic alignment-Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals; developed & conducted prospecting efforts alongside CSAs with email/phone cadences to expand PitchBook footprint amongst clients-Collaborated with Customer Success Manager to develop account plan, hierarchy mapping, renewal strategies, areas for upselling/cross-selling, etc.-Maintained high level of CRM (Salesforce) hygiene; regularly updated weekly forecast; underwent regular sales + platform/client-type trainings
Customer Success Associate
-Collaborated & strategized with Account Managers & Customer Success Managers to identify & source client account growth opportunities across SMB, middle market, and enterprise segments-Developed, conducted & evaluated prospecting plan & account mapping efforts, consisting of email, phone & LinkedIn cadences; prospected inbound lead flow (trial requests, report downloads, etc.) from Jan. 2021-June 2021; prospected outbound leads from June 2021-Oct. 2021-Achieved trailing 90-day average quota (i.e., demos booked for AMs) attainment of 125% of goal-Attributed $113,102.47 in expansion dollars throughout CSA tenure, equating to 31 seat-add opportunities-Oversaw development of outbound calling resources, including objection handling, basic scripts/outlines & scheduled call structure/flow suggestions in tandem with CSA management-Enhanced working knowledge of PitchBook segments, client types & use cases through trainings, knowledge sessions with AMs, internal resources (i.e., Gong, Highspot, Litmos) & real-time demos with supported AMs
Enterprise Sales Development Representative
Reonomy leverages big data, partnerships and machine learning to connect the fragmented, disparate world of commercial real estate. By providing unparalleled access to property intelligence, Reonomy products empower individuals, teams, and companies to unlock insights and discover new opportunities. Headquartered in New York, Reonomy has raised $128 million from top investors, including Sapphire Ventures, Bain Capital, Softbank, Primary Ventures, Georgian Partners, Wells Fargo Strategic Capital, Citi Ventures, and Untitled Investments. Our clients represent the biggest names in CRE, including Newmark Knight Frank, CBRE, Cushman & Wakefield, and Tishman Speyer.
Production Analyst
-Functioned as part of 14-person Caprile-Bain-Graham investment properties team-Responsible for day-to-day client (buyer and seller) interaction-Executed all stages of real estate transaction from request for proposal (RFP) to coordination of all closing and due diligence processes-Created, developed, reviewed and edited offering memoranda (OM) for bringing deals to market-Evaluated sales/lease comparables for potential institutional buyers and CBRE colleagues-Coordinated property tours, client calls and meetings, and sale solicitation-Researched and compiled data for tenant profiles for OMs-Provided general marketing support to brokers and operations staff-Toured industrial properties and portfolios with brokers and property managers-Conducted tenant interviews to gather information on site selection, space utilization, business practices, and overall management and strategy-Drafted, edited, and communicated buyer and seller updates throughout duration of marketing, due diligence, and closing processes-Constructed, monitored and updated internal Salesforce database for accurate bookkeeping of transactions, both on- and off-market-Conducted market research for industrial commercial real estate for both the Chicagoland and Midwest regions-Prepared buyer status reports and confidentiality agreement/offer tracking reports for clients, brokers and support staff-Coordinated with internal CBRE teams as well as outside vendors to prepare marketing materials for transactions of varying sizes-Developed deal tracking database to monitor production elements of transactions from initial business development through closing-Gathered data about economic trends in the Chicagoland and Midwest regions for marketing materials-Tracked confidentiality agreements and investor status throughout deal process-Oversaw multiple long-term projects (i.e. investor tracking, cost of living comparison)-Created graphic visualizations of data to address client strategy needs
Summer Analyst, Investment Advisory
-Evaluated office space lease documents with respective lease memoranda to ensure consistency of basic terms of the tenancy-Underwrote pro forma budget for commercial construction loan applications by various multi-family developers in the Indianapolis area-Developed thorough market analyses of Cincinnati, Columbus, Louisville, Fort Wayne, Terre Haute, South Bend, Evansville, Mishawaka and Bloomington markets-Created Offer Memoranda for various deals, both Investment Advisory and Debt Servicing-Created local amenity, aerial and site maps for various properties in the firm’s portfolio-Toured properties on-site with potential investors/clients-Developed loan servicing requests for Freddie Mac for various deals-Underwent ARGUS Enterprise Certification Training and utilized the software on a daily basis for financial analysis and valuation-Accompanied analysts and producers on property tours, inspections and client meetings-Contacted various businesses and attractions in the Indianapolis area to garner statistical data for further analysis-Compiled data reports for potential capital markets investors, highlighting Indianapolis and the surrounding area(s)-Attended local networking events to meet and interact with professionals in the market-Attended various educational lunches on a variety of topics within the commercial real estate space (capital markets, debt, student housing, investment advisory, etc.)-Underwent weekly trainings on Salesforce and Real Capital Analytics (RCA) to enhance technological skillset throughout internship-Analyzed competitor data on various asset types to find discrepancies and similarities within market-Developed agile Salesforce-Microsoft Excel model/portfolio for accurate bookkeeping of property/network information for Indianapolis office-Created instructional resources highlighting various tips, pieces of advice, and guidelines for future interns at the HFF Indianapolis office
Intern, Brokerage/Sales
-Updated multiple websites, such as property listings, client databases and in-house communication system-Assisted with domestic and international marketing campaigns, both digital and print-Maintained contact with various service providers-Utilized teamwork to complete tasks with team members as well as clients and landlords-Communicated effectively with entire EVHK team across multiple platforms, such as PropGo, Centadata, WhatsApp, etc.-Sent weekly reports to team members as well as supervisor-Assisted in the formulation, editing and posting of various blog posts on company website-Conducted analysis of market as well as clientele for EVHK-Identified new channels for property advertisement and acquisition, both digital and print-Served as assistant to multiple team members, including project managers, HR supervisors, sales/leasing advisors, etc.-Attended viewings/showings in the field, staged properties, took professional photographs for listings and/or EVHK website, met with clients and potential buyers on multiple occasions-Compiled extensive database (200+ properties) of high-end properties (categorized by price per square foot) in the Hong Kong area for utilization by advisors as well as administrative analysis-Conducted information gathering for new properties/listings via contact with landlords and online databases-Experienced how business is conducted in a predominantly international setting as well as the 2nd-most expensive market in the world-Enhanced and developed knowledge and skills necessary for a career in the real estate industry
Swim Instructor
-Taught children of various ages (approx. 3-10 years old) and ability levels vital swimming and survival skills-Acted as liaison between Center Grove Aquatic Club (CGAC), swim lessons staff (instructors and supervisors) and parents of student/potential members of swim club-Served as head instructor of a staff of 6+ instructors for 2015 and 2016 seasons-Achieved title of most-recommended instructor (based upon number of referrals by customers) for 2015 and 2016 seasons
Colleagues at Plaid
Other employees you can reach at plaid.com. View company contacts for 51 employees →
Erik Umenhofer
Colleague at PlaidBenicia, California, United States
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TT
Tesfahun Tafere
Colleague at PlaidLas Vegas, Nevada, United States
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WM
William Mcdowell
Colleague at PlaidHouston, Texas, United States
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CS
Catherine Shen
Colleague at PlaidSan Francisco Bay Area, United States
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SK
Samantha Krinsky
Colleague at PlaidNew York, United States
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RK
Rishab Kedia
Colleague at PlaidNew York City Metropolitan Area, United States
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TZ
Tom Zheng
Colleague at PlaidSan Francisco Bay Area, United States
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MC
Monica Coen
Colleague at PlaidSan Francisco, California, United States
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DC
David Compton
Colleague at PlaidEphraim, Utah, United States
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BK
Brendan K.
Colleague at PlaidSan Francisco, California, United States
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Chase Bettner education
Bachelor Of Science - Bs, Major In Marketing, Minors In Spanish & Entrepreneurship
High School, Core 40 Academic Honors Diploma
Frequently asked questions about Chase Bettner
Quick answers generated from the profile data available on this page.
What company does Chase Bettner work for?
Chase Bettner works for Plaid.
What is Chase Bettner's role at Plaid?
Chase Bettner is listed as Revenue Enablement Manager at Plaid.
What is Chase Bettner's email address?
AeroLeads has found 1 work email signal at @pitchbook.com for Chase Bettner at Plaid.
Where is Chase Bettner based?
Chase Bettner is based in New York, United States while working with Plaid.
What companies has Chase Bettner worked for?
Chase Bettner has worked for Plaid, Pitchbook Data, Reonomy, Cbre, and Hff.
Who are Chase Bettner's colleagues at Plaid?
Chase Bettner's colleagues at Plaid include Erik Umenhofer, Tesfahun Tafere, William Mcdowell, Catherine Shen, and Samantha Krinsky.
How can I contact Chase Bettner?
You can use AeroLeads to view verified contact signals for Chase Bettner at Plaid, including work email, phone, and LinkedIn data when available.
What schools did Chase Bettner attend?
Chase Bettner holds Bachelor Of Science - Bs, Major In Marketing, Minors In Spanish & Entrepreneurship from Miami University.
What skills is Chase Bettner known for?
Chase Bettner is listed with skills including Leadership, Presentation Skills, Salesforce Lightning, Social Media, Public Speaking, Adobe Acrobat, Microsoft Powerpoint, and Event Planning.
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